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Best & Worst ETFs and Mutual Funds: Small-cap Blend Style

Thursday, February 14th, 2013 SCBG2

The small-cap blend style ranks eleventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 21 ETFs and 648 mutual funds in the small-cap blend style as of February 13th, 2013.

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Rating Breakdown: Best & Worst ETFs & Mutual Funds by Style

Saturday, February 2nd, 2013 Breakdown T6

This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their costs. As detailed in “Low-Cost Funds Dupe Investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.

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